Communications & Marketing
The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial planning businesses are seeing the need to implement an ongoing digital ... Read more
JONATHAN STEFFANONI | FRIDAY, 24 MAR 2017
It is paramount that retirement income systems and the advisers, trustees and other fiduciaries responsible for their management strike a fine balance between individual freedom and subtle nudges or paternalistic interventions. Read more
SAM MORRIS | FRIDAY, 24 MAR 2017
While growth assets are widely accepted in asset allocation decisions during the accumulation phase, many investors overlook the benefit allocating to shares can provide in the way of growing tax-effective income in the post-retirement phase. This paper ... Read more
No matter what we're buying, we all want a good customer experience - we want to think 'wow'. As consumers, we're becoming increasingly aware of what great customer experience feels like and more vocal when we don't receive it. It's ... Read more
MICHAEL HASENSTAB | FRIDAY, 24 MAR 2017
The last several years have been trying for emerging markets, with 2015 marking the fifth consecutive year of decelerating growth. As the immediate recovery post-GFC was exceptionally strong, some deceleration was always on the cards. Over the last ... Read more
With her speech entitles 'From Adding Accommodation to Scaling It Back" on 3 March 2017, US Federal Reserve Chair Janet Yellen not only cemented market expectations for the Fed's third rate hike in this cycle,subsequently implemented in ... Read more
SIMON O'CONNOR | FRIDAY, 2 JUN 2017
Late last year an outrage occurred in New Zealand when it was revealed that all the default KiwiSaver funds on the market were holding investments in companies that either produced land mines, cluster munitions, tobacco and/or nuclear devices. Read more
CLAUDINE SIOU | FRIDAY, 2 JUN 2017
Existing rules apply until 30 June 2017 making it easier to plan for non-concessional contributions before the caps drop dramatically on 1 July 2017. Clients eligible to bring-forward non-concessional contributions should consider the opportunity to ... Read more
Taxation & Estate Planning
CHRIS DEVES | FRIDAY, 24 MAR 2017
The ever-changing consumption pattern of real estate, juxtaposed against its status as perpetual imperative for a functioning society, presents an interesting dynamic - and is precisely that which offers a wide range of opportunities for long term i ... Read more
BRIE WILLIAMS | FRIDAY, 24 MAR 2017
Women have quickly moved in to the role of influential investor. In the US alone, they now control $11 trillion in investable assets, and their long-term perspective tends to result in better risk and cost-adjusted returns. The investment industry has ... Read more
ANN HERRMANN-NEHDI | FRIDAY, 2 JUN 2017
In today's world it's increasingly challenging to grow top-line revenue, win new business, maintain client loyalty and retain top sales talent. The organisations that can successfully align the skills of their sales professionals with current ... Read more
EMMA RAPAPORT | FRIDAY, 2 JUN 2017
After years of public scandals, special investigations, and allegations of sub-par qualification standards, negotiations between Canberra and a 23,000 strong financial adviser industry have come to a head in the form of the professional standards le ... Read more
RAHUL SINGH | FRIDAY, 7 JUL 2017
1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking. Read more
As interest rates rise and inflation grows, some are lamenting a possible knowledge and experience gap in the industry, with a considerable number of financial advisers having only ever known a low inflation environment.
AMP's chair has explained how the group intends to improve its financial performance, while Alexis George outlined how the 173-year-old company will be transformed, with a strong focus on the retirement space.
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021.
Clime Investment Management has acquired a Melbourne wealth management business for $7 million.
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.
We've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...
One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...
Lifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...
Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ...